Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
8 funds hold $519K of the plan's $1.0M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: SSgA Target Retirement, collective trust, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 10 vintages | $441K | 85.0% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $25K | 4.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $16K | 3.0% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $15K | 2.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $10K | 2.0% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $6K | 1.2% |
| Fidelity Cash Reserves Fidelity (FMR) · Money market | $3K | 0.7% |
| State Street OnTrack Retirement Income Fund State Street (SSgA) · Collective trust | $3K | 0.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.